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First Trust Health Care AlphaDEX Fund

180 hedge funds and large institutions have $624M invested in First Trust Health Care AlphaDEX Fund in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-17
Holders Change %
-8.63%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
37
Reduced
87
Closed
33
Calls
$281K
Puts
$15.5M
Net Calls
-$15.2M
Net Calls Change
+$27.8M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
151
Tortoise Investment Management
New York
$26K
BWA
152
Burt Wealth Advisors
Maryland
$24K
TCOV
153
Trust Company of Vermont
Vermont
$24K
RCAG
154
Rehmann Capital Advisory Group
Michigan
$23.2K
AF
155
Advisornet Financial
Minnesota
$23K +$23K +302 New
TFA
156
Transamerica Financial Advisors
Florida
$22K -$114K -1,465 -84%
AWM
157
Arbor Wealth Management
Florida
$20K +$20K +262 New
EAM
158
Eukles Asset Management
Ohio
$19K -$18.8K -238 -50%
ADL
159
Asset Dedication LLC
California
$19K
Fidelity Investments
160
Fidelity Investments
Massachusetts
$16K +$12.9K +164 +410%
CI
161
CX Institutional
Indiana
$15K -$13.3K -170 -47%
JFA
162
JNBA Financial Advisors
Minnesota
$15K +$10.2K +130 +213%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$15K +$15K +200 New
MA
164
MCF Advisors
Kentucky
$14K
FANJ
165
Financial Architects (New Jersey)
New Jersey
$14K +$14K +183 New
Deutsche Bank
166
Deutsche Bank
Germany
$13K
LWA
167
Lowe Wealth Advisors
Maryland
$12K
GWMIA
168
Global Wealth Management Investment Advisory
Florida
$11K -$7.23K -90 -40%
HGWM
169
Harvest Group Wealth Management
Massachusetts
$10K -$5.07K -71 -34%
RWA
170
Redhawk Wealth Advisors
Minnesota
$10K +$10K +125 New
LWANC
171
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K +$10K +130 New
WCG
172
Weaver Consulting Group
California
$5K
FGAM
173
Financial Gravity Asset Management
Texas
$4K
RFM
174
Royal Fund Management
Florida
$3K -$476K -7,767 -99%
SIS
175
Sound Income Strategies
Florida
$2K -$2.29K -32 -53%